5 Replies Latest reply on Oct 5, 2018 1:58 PM by Shinichiro Murakami

    How to identify customers year over year?

    Tony Fahd

      Hi so I am attaching a workbook that has my customers and their encounters over the years (2017 and 2018). i like to create a field that identify whether a customer has only cases in 2017, customers who have only cases in 2018 and customers who had cases in both years.

       

       

      so for example, i like to create a field saying that customer A appeared in both years, Customer B and D appeared only in 2018, Customer C appeared only in 2017.

       

      any help is appreciated!